Difference between revisions of "Groups and Skills"
From Charitylog Manual
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The categories are setup in [[Membership/Skills Groups]]. | The categories are setup in [[Membership/Skills Groups]]. | ||
+ | [[File:GAS_2.png]] | ||
− | + | To edit an existing entry click on the name or click the 'New Group/Skill' button to create a new one. | |
+ | * '''Start date''' - Enter a start date, if used for things like interests then use the day you asked. | ||
+ | * '''End date''' - End date is used for services, groups and committees, a report will find people still part of the group/service/committee. | ||
+ | * '''Name''' - Select the required option from the dropdown list. | ||
+ | * '''Notes''' - notes are optional for this page only. | ||
− | + | Click "Save Details" when finished. | |
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− | Click "Save Details" when | ||
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] |
Revision as of 14:01, 2 July 2018
Groups and skills are a generic way of categorising people or organisations on the system. They can be used for multiple types of categories like:
- Skills
- Interests
- Services volunteers work in
- Professional Memberships
- Committees and local groups
The categories are setup in Membership/Skills Groups.
To edit an existing entry click on the name or click the 'New Group/Skill' button to create a new one.
- Start date - Enter a start date, if used for things like interests then use the day you asked.
- End date - End date is used for services, groups and committees, a report will find people still part of the group/service/committee.
- Name - Select the required option from the dropdown list.
- Notes - notes are optional for this page only.
Click "Save Details" when finished.